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System Workflow Diagram

Visual guide to understand how DERNETZ ERP components connect and work together

Complete Customer Journey
Customer Lifecycle Stages
1️⃣ LEAD
2️⃣ OPPORTUNITY
3️⃣ ACTIVE
4️⃣ RENEWAL
1️⃣ LEAD

Entry Point

  • Create customer
  • Add basic info
  • Companies House lookup

Actions

  • 📞 Initial contact
  • 📧 Send intro email
  • 📝 Create task
Duration: 1-7 days
2️⃣ OPPORTUNITY

Data Collection

  • Request LOA
  • Upload bills
  • Add sites & meters
  • Get Smart Pricing

Quoting

  • 💰 Create quotes
  • 📊 Compare suppliers
  • 📤 Send quotes
Duration: 7-30 days
3️⃣ ACTIVE

Contract Signing

  • Quote accepted
  • Create contract
  • E-signature request
  • Auto-update meters

Monitoring

  • 📈 Track commission
  • 📧 Regular updates
  • 🔔 Renewal alerts
Duration: 12-36 months
4️⃣ RENEWAL

Automation

  • 90-day alert
  • Auto-create task
  • Priority flagging

Re-Quoting

  • 🔄 Get new prices
  • 📊 Compare options
  • 📤 Send renewal quotes
  • ↻ Back to ACTIVE
Duration: 30-60 days
System Components & Connections
📋 Core Management
Customers Core
Sites Linked
Meters Linked
Contracts Linked
Flow: Customer → Site → Meter → Contract
⚡ Pricing Engine
Pricing Templates Config
CSV Upload Import
Smart Pricing Match
Quotes Output
Auto-calculates: LLF bands, multi-rate, HH charges
🤖 Automation & Tools
E-Signatures Auto
Email Templates Auto
Renewals Auto
Tasks Auto
Triggers: Contract events, date-based, manual
📊 Data Flow Architecture
┌─────────────┐
│   Customer  │ ◄─── Companies House API
└──────┬──────┘
       │
       ├─── Sites ──┬─── Meters ──┬─── Current Rates
       │            │              │
       │            └─── Postcode ─┴─── GSP/LDZ Lookup
       │                                     │
       │                                     ▼
       │                            ┌──────────────────┐
       │                            │ Smart Pricing    │
       │                            │ - LLF Calculator │
       │                            │ - Multi-Rate     │
       │                            │ - HH Charges     │
       │                            └────────┬─────────┘
       │                                     │
       │                                     ▼
       └─── Quotes ◄────────────────── Matched Pricing
              │
              ├─── E-Signature Request ──► Email + Link
              │
              ├─── Accepted? ──► Contract ──► Update Meter Rates
              │                      │
              │                      └──► Commission Tracking
              │
              └─── Renewal Alert (90 days) ──► Auto Task ──► Re-Quote
Feature Interaction Map
Interactive Guide: Click any feature below to jump to its documentation
Smart Pricing
Auto LLF, Multi-rate, HH charges
Pricing Templates
Universal CSV mapping system
RBAC Security
6 roles, data isolation
User Management
Team & permissions
Customers
Companies House integration
Sites & Meters
MPAN, MPRN, SPID tracking
Quotes & Contracts
Auto-populate from pricing
Multi-Rate Meters
Day/Night/Evening rates
External Integrations
Companies House

Automatic company data lookup and verification

  • Company number → Full details
  • Registered address
  • Company status
Email System

Automated email workflows and templates

  • E-signature links
  • Quote notifications
  • Renewal reminders
SQLite Database

Core data storage and relationships

  • 28 tables (models)
  • Full relational structure
  • Automatic backups
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